‘Investors Are Sleepwalking’ on Iran War Risks
On the Infrastructure Investor Podcast, I Squared founder Sadek Wahba cautioned investors about an over‑hyped AI infrastructure boom and highlighted that markets are underestimating the geopolitical fallout from the Iran‑Israel conflict. He argued that infrastructure assets remain resilient thanks to long‑term contracts, but war‑related risks could still disrupt cash flows. Wahba also noted the growing appetite of private‑wealth families for infrastructure allocations, which adds a new source of capital to the sector.
SIPA’s Quantitative Research Will Deepen Our Insights
Infrastructure Investor’s parent firm PEI has completed the acquisition of Scientific Infra & Private Assets (SIPA). The purchase brings SIPA’s quantitative research platform into PEI’s existing infrastructure and private‑equity coverage. With the new tools, investors will receive more granular data...
DOWNLOAD: Fundraising in Q1 Returns to Earth
Fundraising by unlisted, closed‑end infrastructure structures slipped to $26.4 bn in Q1, marking the second‑lowest total in the past six years. The dip signals heightened investor caution amid lingering macro‑uncertainty. However, a slate of large‑cap funds is slated to close over...
Ex-Argo MD Aaron Gold Joins CAI as President – Exclusive
Aaron Gold, former managing director at Argo, has been hired as president of infrastructure investment firm CAI. The newly created role is based in New York and tasks Gold with expanding CAI’s footprint on the East Coast. He will work...
The Pipeline: Gigaclear Lenders’ Haircut, Church Commissioners Expands Timberland Strategy and Blackstone’s Rowan Minority Stake
Lenders have taken control of UK fiber‑optic provider Gigaclear after imposing a substantial debt haircut, effectively reshaping its balance sheet. The Church Commissioners are expanding their timberland portfolio through a value‑add strategy, adding new forest assets to diversify their pension...
APG Infra Head Jan-Willem Ruisbroek to Step Down – Exclusive
Jan-Willem Ruisbroek, who has led APG's infrastructure investment unit for nearly two decades, will leave the Dutch pension fund giant on July 1 for a career break. APG, which oversees roughly €638 billion in assets, relies on its infrastructure arm to meet...
The Pipeline: Nuveen Nears $2.5bn Target, Foresight Names New Real Assets Head and InfraVia Doubles up on Power
Nuveen’s EPIC II fund is approaching a $2 billion second close, moving toward its $2.5 billion fundraising target. The fund focuses on core infrastructure assets across Europe and North America. Meanwhile, Foresight has appointed a new head of real assets to steer...
Ninety One Eyes Launch of Global EM Infrastructure Debt Strategy Targeting up to $1bn
Ninety One, the manager behind PIDG’s Emerging Africa and Asia Infrastructure Fund, plans to launch a global emerging‑markets infrastructure debt strategy targeting up to $1 billion. The fund will focus on senior secured loans for power, transport and social‑sector projects across...
The Iran War Is Turning the Energy Transition Into an Energy Security Story
The war involving Iran is reshaping the global energy transition by turning energy security into a central concern. Conflict‑driven supply disruptions have pushed oil and gas prices higher and heightened market volatility. Private infrastructure investors, who previously emphasized pure renewable...
Mid-Market Trends: Energy Transition
Mid‑market investors eye the energy transition, but the so‑called green premium only materialises for firms that master its core fundamentals. Companies that embed robust ESG frameworks, secure regulatory compliance, and adopt proven low‑carbon technologies can command higher valuations and cheaper...
CVC DIF on Europe’s Mid-Market Moment
CVC DIF’s Gijs Voskuyl highlights Europe’s mid‑market as a sweet spot for private‑equity investors, offering a blend of attractive entry points and strong value‑creation potential. The firm argues that investors with a genuine on‑the‑ground presence and repeatable execution capabilities can unlock...
Morgan Stanley Infrastructure Partners on Ample Opportunities and Diverse Exits
Morgan Stanley Infrastructure Partners (MSIP) says limited‑partner interest in mid‑market infrastructure is surging as the sector offers a broader array of deals and multiple exit pathways. Alberto Donzelli highlighted that the expanding pipeline spans renewables, transport and digital assets, giving...
Equitix on Fuelling Europe’s Future
Equitix’s Achal Bhuwania argues that Europe’s clean‑energy transition and its next wave of economic growth will depend on mid‑market infrastructure projects. He stresses that these assets, sized between large‑scale utilities and small‑scale renewables, can deliver the flexibility and speed required...
Success in Mid-Market Infra Requires Disciplined Growth – Actis
Actis’s head of infrastructure for Central and Eastern Europe argues that the mid‑market infrastructure segment should be defined by the constraints investors face rather than by ticket size. Success, he says, depends on disciplined, incremental growth rather than relying on...
Ridgewood Infrastructure on Acquiring with Purpose, Growing with Precision and Exiting with Intent
Ridgewood Infrastructure’s Ross Posner highlights the lower mid‑market as a sweet spot for infrastructure investors. He argues that deals in this segment deliver compelling returns across acquisition, growth, and exit phases. Ridgewood’s strategy centers on purposeful acquisitions, precise operational scaling,...
